Most of the dropdown lists that you see throughout the Paua application are editable. That is you can add and remove your own values in the lists.
Accessing the lists¶
The lists are accessed from the Administration menu under Dropdown Maintenance. They are grouped into sections according to the area of the application that they come from. For example Person, Client, Contacts etc.
Editing the Lists¶
To edit one of the lists simply click on the name of the list and you will see a page with a list of existing values in the list. This list may be empty if you are setting up the list for the first time.
Below the list is a New button. Click on that and you will be taken to the page where you add a new value to the list. Some dropdown lists only include one field whereas others may have several fields but the process is basically the same for all the lists. Simply enter the required value and click Save
Click on one of the existing entries in the list and you will be taken to the Edit page where you can change the value previously entered.
In addition you can Inactivate existing entries by unticking the Active checkbox and saving. When an entry in a list is Inactive it will no longer show up in dropdowns in Paua. However, records that have been assigned this value will still show the same value as before.
Be careful when changing the value of items in a list. Remember that this will mean that all records that previously had the old value will now have the new one. For example if you changed the name of a Programme from Counselling to, say, Family Support all existing clients in the Counselling programme will now be in the Family Support programme.
Non standard dropdowns¶
Several of the lists that can be edited from the Dropdown Maintenance page are slightly different in that in addition to entering a text value like the other dropdowns, they also require the upload of a file. For example the Logo dropdown and the Form Letter dropdown.
Some dropdowns are hard wired to depend on the entry of another dropdown. Examples of this are the pairing between Landlord and Landlord Type, between Issue and Issue Type and between Referral Source and Referral Source Type.
Note that whilst the Sub Category dropdown can be used on its own, the Parent dropdown is intended to be used in tandem with the sub category.
To explain the use of these dependent dropdowns the following example takes the case of Referral Source and Referral Source Type
Referral Source Type¶
This dropdown is linked to Referral Source in that Referral Source type is the major category and Referral Source the sub category.
To use this feature you need to do the following
- Enable the optional dropdown Referral Source Type
- Go to dropdown maintenance and add the required major categories that apply to referral sources into the Referral Source Type dropdown.
- Go to the original Referral Source Dropdown and for each one click on the Referral Source and select which Referral Source Type applies from the dropdown and save.
Clients will not have any value for the new Referral Source Type assigned until the client record is updated. When a client record is updated the system will check the Referral Source and set the corresponding Referral Source Type.
Note that you cannot enter the Referral Source Type manually. It will be set automatically depending on the Referral Source.